What problem does it solve?
Turning raw financial research into a polished, decision-ready investment memo is slow and inconsistent. This Skill automates the full workflow of a buyside analyst: framing the trade, gathering financials and filings, building probability-weighted scenarios, and rendering a professional one-page HTML memo.
Core Features & Use Cases
- Structured Memo Generation: Produces a complete investment memo with variant view, falsifiable thesis bullets, Bear/Base/Bull scenarios, catalysts, risks with tripwires, and monitoring KPIs.
- Data-Driven Scenarios: Pulls financials, market data, insider trades, and 10-K/10-Q filings to build driver-based scenarios with probability-weighted returns and asymmetry checks.
- Self-Critique Pass: Enforces buyside quality standards — steelmanned bear case, falsifiable claims, no invented consensus numbers — before rendering.
- Use Case: Ask for a memo on a ticker (e.g., "write a long memo on NFLX") and receive a styled HTML file saved to .dexter/memos/ plus a one-line summary with target, asymmetry, and conviction.
Quick Start
Ask the agent to write a long or short investment memo for a specific ticker, optionally stating your horizon, conviction, and variant view.